Best CRM Software for Medium-Sized Businesses - Page 2

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monday CRM

The only AI-first CRM your team will love monday CRM is the AI-powered CRM built for speed, visibility, and simplicity — empowering revenue teams to move faster, forecast better, and never miss a deal. It’s easy to set up, requires no coding, and adapts to any workflow so teams can get started fast and focus on selling. From lead capture to post-sale handoff: your tools, data, and teams stay aligned in one connected, intuitive workspace. With built-in AI and code-free automations, monday CRM doesn’t just help you manage work — it does the work for you. AI sales agents identify and qualify leads, the AI Notetaker summarizes calls and suggests next steps, and automations handle updates, follow-ups, and data entry, reducing manual work across the board. From pipelines and dashboards to emails, docs, and customer conversations, your entire revenue process runs on one unified platform. Sellers get clarity to close, and leaders get the real-time insights they need to forecast with confidence. And with monday campaigns, marketing and sales teams can plan, launch, and optimize branded email campaigns directly from their CRM without the need for integrations or extra tools. Key features Simple no-code setup Custom dashboards and reporting AI sales agents AI Notetaker Deal insights and prioritization No-code automations Sequences and mass emails monday campaigns Shared inbox Mobile app Lead enrichment Quotes and invoices 500+ integrations

Average Rating: 4.5/5.0

Total Reviews: 1,681

How Do G2 Users Rate monday CRM?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind monday CRM?

  • Seller: monday.com
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Tel Aviv
  • Twitter: @mondaydotcom
    40,761 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10,589 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 75% Small, 22% Medium

What Do G2 Reviewers Say About monday CRM?

AI-generated summary from verified user reviews

Pros
  • Users find monday CRM to be very user-friendly, appreciating its simplicity and helpful features for collaborative work.
  • Users praise the efficient integrations that enhance workflow, making daily tasks smoother and easier to manage.
  • Users value the automation features of monday CRM, enhancing workflow efficiency and minimizing manual tasks.
  • Users appreciate the incredible customizability of monday CRM, enabling tailored solutions for their unique business needs.
  • Users appreciate the user-friendly features of monday CRM, enhancing lead management and overall workflow efficiency.
Cons
  • Users find the learning curve steep, particularly in connecting boards and fully integrating the system.
  • Users find the missing features in monday CRM, like limited automation and columns, significantly hinder their workflows.
  • Users notice limited features in monday CRM, feeling it lacks depth compared to more robust CRM tools.
  • Users find limited customization in monday CRM compared to more robust tools, affecting detailed reporting and complex setups.
  • Users find the integration issues problematic, as they require manual setup and can lead to frustrating lags.

What Are Recent G2 Reviews of monday CRM?

What Are G2 Users Discussing About monday CRM?

Updated August 2026.

How Many CRM Software Products Does G2 Track?

Total Products under this Category: 1,666

Category Stats (Sep 2026)

  • Average Rating: 4.4/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SalesSeek (+25.91%) - Among all products in this category, SalesSeek recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 127,200+ Authentic Reviews
  • 1,666+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for CRM Software

G2 Grid® for CRM Software plotting products by satisfaction and market presence

Highlighted products: Agentforce Sales (formerly Salesforce Sales Cloud), HubSpot Sales Hub, Pipedrive, monday CRM, Zoho CRM, Oracle Sales Cloud, SAP Sales Cloud, and Zoho CRM Plus.

Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=pipedrive&focus%5B%5D=monday-crm&focus%5B%5D=zoho-crm&focus%5B%5D=oracle-sales-cloud&focus%5B%5D=sap-sap-sales-cloud&focus%5B%5D=zoho-crm-plus-2018-12-06&segment=mid-market)

Close

Close is a sales CRM with built-in calling, SMS, email, automation, and AI, designed for founders, startups, agencies, and growing sales teams. The platform helps businesses manage leads, communicate with prospects, track opportunities, and automate follow-up from a single system. Close is commonly used by teams that want their CRM to support sales execution, not just store customer data. Users can call, email, text, manage pipelines, assign tasks, create workflows, run outreach sequences, and track sales activity directly inside the platform. Close is built for founder-led businesses, startups, small businesses, agencies, recruiting firms, coaching companies, financial services teams, SaaS companies, and inside sales teams. It supports teams ranging from individual founders to sales organizations with more than 100 representatives. Key capabilities include: • CRM and pipeline management for tracking leads, contacts, opportunities, activities, and customer relationships • Built-in calling, SMS, and email, with communication history connected to customer records • Sales automation for workflows, sequences, lead routing, task management, and follow-up • Power Dialer and Predictive Dialer for teams managing high-volume outbound sales or recruiting workflows • Reporting and analytics for pipeline visibility, activity tracking, forecasting, and sales performance • Chloe, the AI agent built directly into Close, which can help qualify leads, book meetings, follow up with prospects, research accounts, enrich records, summarize conversations, and update CRM data Chloe operates inside Close, where customer records, conversations, activities, opportunities, and workflows already live. This allows Chloe to take action using CRM context, rather than working as a standalone AI tool connected through separate integrations. Teams can use Chloe to engage new leads, re-engage dormant opportunities, capture qualification data, schedule meetings, and hand qualified conversations to human sales representatives when appropriate. By combining CRM, communication, automation, reporting, and AI-assisted sales workflows in one platform, Close helps teams reduce manual work, improve speed-to-lead, maintain follow-up consistency, and manage more sales activity without adding unnecessary operational complexity.

Average Rating: 4.7/5.0

Total Reviews: 2,080

G2 Deal: 20% off for new Close customers

Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. G2 users receive a 20%, one-time discount off first billing cycle for new Close customers. Offer expires December 31, 2026.

Offer expires: 31 December 2026

View this exclusive G2 deal

How Do G2 Users Rate Close?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Close?

  • Seller: Close
  • Company Website:
  • Year Founded: 2013
  • HQ Location: 111 Congress Avenue, Suite 500 Austin, Texas 78701 United States
  • Twitter: @Close
    6,592 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    214 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 77% Small, 20% Medium

What Do G2 Reviewers Say About Close?

AI-generated summary from verified user reviews

Pros
  • Users find Close to be extremely user-friendly, enabling quick access to essential features for efficient business management.
  • Users find Close to be incredibly helpful, especially with its intuitive design and fast customer support.
  • Users appreciate the enhanced communication management features of Close, streamlining client interactions effectively and efficiently.
  • Users love the simplicity and user-friendliness of Close, making customer management and prospect tracking effortless.
  • Users love the intuitive design of Close, finding it user-friendly and efficient for their needs.
Cons
  • Users note the missing features in Close, like mobile app limitations and no WhatsApp integration, affecting usability.
  • Users experience call issues, including unexpected charges and recording failures, which can hinder effective usage.
  • Users find the limited features of Close restrictive, particularly for B2C needs and advanced functionalities.
  • Users find the limited customization of Close frustrating, particularly for tailored reports and advanced dashboards.
  • Users find the learning curve steep, with challenges in merging leads and managing custom reports effectively.

What Are Recent G2 Reviews of Close?

What Are G2 Users Discussing About Close?

Instantly

Instantly turns leads into clients with Automated Outreach, Deliverability Network, Sales Engagement, B2B Lead Database & AI-Powered CRM. Find your leads, create your campaigns, connect your sending accounts, and watch those leads turn into customers - with one, flat-fee subscription. Founded in 2021, Instantly is the leading sales engagement platform used by more than 35,000 customers, from solopreneurs to global agencies. Our goal is to be the simplest tool on the market to make money with cold email.

Average Rating: 4.8/5.0

Total Reviews: 4,148

How Do G2 Users Rate Instantly?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.9/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Instantly?

  • Seller: Instantly
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Sheridan, US
  • LinkedIn® Page: www.linkedin.com
    378 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 93% Small, 5% Medium

What Do G2 Reviewers Say About Instantly?

AI-generated summary from verified user reviews

Pros
  • Users find Instantly to be very user-friendly, with responsive support and easy setup thanks to tutorial resources.
  • Users find Instantly incredibly easy to use, appreciating its intuitive setup and efficient campaign management features.
  • Users praise Instantly's incredible customer support, noting their quick and precise responses to any inquiries.
  • Users love the effortless cold emailing with Instantly, benefiting from organized campaigns and clear insights.
  • Users value the time-saving features of Instantly, enjoying efficient campaign management and effortless email outreach.
Cons
  • Users find the pricing structure expensive, with key features locked in higher-tier subscriptions that limit basic plan users.
  • Users find the missing features in the basic plan limiting, such as the low lead cap and lack of reply options.
  • Users face significant email management issues with campaign failures, unupdated analytics, and insufficient attachment support.
  • Users report a challenging learning curve with Instantly, finding setup and navigation frustrating and confusing.
  • Users face email issues like campaign failures, integration challenges, and frustrating management of inbox features in Instantly.

What Are Recent G2 Reviews of Instantly?

What Are G2 Users Discussing About Instantly?

Brevo Marketing Platform

Trusted by over 500,000 businesses worldwide, Brevo (formerly Sendinblue) is the affordable, all-in-one marketing and CRM stack that helps growing businesses scale faster. It's easy to use and suitable for companies of all sizes. Build lasting customer relationships with Brevo's flexible toolkit. Products range from marketing to sales, chat, and transactional emails. Choose what you need — and only pay for what you use. Here are just some of the things you can do with Brevo: - Run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads - Trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs - Automate marketing activities to deliver the right message at the right time, and efficiently manage your audience - Reduce the number of marketing and sales apps — and get a full view of customer interactions with tools that talk to each other - Engage customers in real-time and reply to FAQs 24/7 with live chat and chatbot - Track leads, automate tasks, and schedule meetings with the Brevo Sales Platform - Connect your e-commerce store to track web sales and use the Retention analysis to improve your marketing strategy. - Talk to customers anytime, anywhere with Brevo’s cloud-based phone system Learn more and start for free at https://www.brevo.com/products/marketing-platform/ Get a custom quote: https://www.brevo.com/plus/contact/

Average Rating: 4.5/5.0

Total Reviews: 2,563

How Do G2 Users Rate Brevo Marketing Platform?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Brevo Marketing Platform?

  • Seller: Brevo
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Paris
  • Twitter: @brevo_official
    16,032 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    880 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 84% Small, 13% Medium

What Do G2 Reviewers Say About Brevo Marketing Platform?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Brevo, finding it straightforward to navigate and manage their marketing efforts.
  • Users appreciate the easy campaign scheduling and automation features of Brevo, making email marketing efficient and effective.
  • Users find Brevo Marketing Platform's easy setup and automation features greatly enhance their email marketing experience.
  • Users appreciate the convenient and efficient email marketing features of Brevo, making automation and scheduling a breeze.
  • Users appreciate the simplicity of Brevo, noting its ease in creating effective marketing campaigns without complexity.
Cons
  • Users find the missing features in Brevo's automation and design limits frustrating for complex marketing tasks.
  • Users note the limited features in Brevo, particularly in customization and automation options, affecting functionality.
  • Users find the limited customization options restrict their ability to create unique and visually appealing designs.
  • Users find the learning curve steep initially, with some features feeling unintuitive for beginners.
  • Users find Brevo Marketing Platform expensive, especially with rising SMS costs and navigating complex pricing tiers.

What Are Recent G2 Reviews of Brevo Marketing Platform?

What Are G2 Users Discussing About Brevo Marketing Platform?

Oracle Siebel

The world's most complete customer relationship management (CRM) solution, Oracle's Siebel CRM helps organizations differentiate their businesses to achieve maximum top-and bottom-line growth. Why Oracle? Siebel delivers a combination of transactional, analytical, and engagement features to manage all customer-facing operations. With solutions tailored to more than 20 industries, Siebel CRM delivers comprehensive on premise and on demand CRM solutions that are tailored industry solutions with ole-based customer intelligence and pre-built integration.

Average Rating: 3.5/5.0

Total Reviews: 418

How Do G2 Users Rate Oracle Siebel?

  • Has the product been a good partner in doing business?: 7.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.8/10 (Category avg: 8.5/10)
  • Contact & Account Management: 7.6/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Oracle Siebel?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Who Uses This: Consultant, Customer Service Representative
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 63% Large, 26% Medium

What Do G2 Reviewers Say About Oracle Siebel?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Oracle Siebel, praising its intuitive interface and straightforward navigation.
  • Users find Oracle Siebel's easy setup beneficial, allowing for quick connection and efficient operation from the start.
  • Users find seamless integration in Oracle Siebel essential for enhancing customer management and streamlining workflows.
  • Users appreciate the responsive customer support of Oracle Siebel, enhancing their experience and improving sales efficiency.
  • Users value the robust and customizable features of Oracle Siebel, enhancing efficiency in customer management and business activities.
Cons
  • Users face a steep learning curve with Oracle Siebel, making initial usage challenging for beginners.
  • Users often face connectivity issues in the field, which hampers access to critical data and slows functionality.
  • Users experience occasional system bugs that can render the software temporarily unusable, impacting user experience.
  • Users find Oracle Siebel very costly, making it a challenge for small enterprises to adopt effectively.
  • Users find that Oracle Siebel has a steep learning curve and demands significant expertise, which can be challenging.

What Are Recent G2 Reviews of Oracle Siebel?

What Are G2 Users Discussing About Oracle Siebel?

Creatio

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 850 employees across ten offices in 25 countries, Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

Average Rating: 4.6/5.0

Total Reviews: 316

How Do G2 Users Rate Creatio?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.0/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Creatio?

  • Seller: Creatio
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Boston, Massachusetts
  • Twitter: @Creatio_Global
    3,977 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,186 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 43% Small, 42% Medium

What Do G2 Reviewers Say About Creatio?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Creatio, leading to streamlined processes and enhanced efficiency in sales operations.
  • Users value the efficiency of Creatio, enhancing sales operations and minimizing errors through customizable automation.
  • Users praise the high customizability of Creatio, making it easy to adapt the platform to specific needs.
  • Users value the unlimited customization options in Creatio, enabling tailored solutions without requiring developer skills.
  • Users value the extensive customization options of Creatio, enabling tailored solutions even without technical skills.
Cons
  • Users note a significant learning curve with Creatio, requiring training and support for effective setup.
  • Users find missing features in Creatio, such as limited reporting and inefficient contact management, affecting productivity.
  • Users find the limited selection of features in Creatio constraining, despite some useful applications available.
  • Users express frustration over limited customization, noting outdated documentation and unintuitive button placements hinder productivity.
  • Users find the limited app options and lack of customization for service businesses frustrating when using Creatio.

What Are Recent G2 Reviews of Creatio?

What Are G2 Users Discussing About Creatio?

Kylas Sales CRM

Kylas Growth Engine is an ecosystem of technology products, with a Sales CRM at its core, to help Growing Businesses scale with expertise. Kylas is an enterprise-grade Sales CRM software uniquely designed for Growing Businesses. The product helps businesses streamline their sales efforts, manage leads efficiently with a centralized system, nurture them effectively, and close deals faster to drive sustainable growth. Kylas provides advanced features like built-in WhatsApp messaging, field sales tracking, pipeline management, sales automation, and more, empowering teams to work smarter and achieve their sales goals efficiently. Kylas offers a Unique Pricing Framework- It's Elevate Plan is available for Flat USD 250 / month which includes 1. Unlimited Users 2. All Sales CRM Features 3. Robust Onboarding & Training Program 4. Timely Support 5. AI Features

Average Rating: 4.7/5.0

Total Reviews: 536

How Do G2 Users Rate Kylas Sales CRM?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Kylas Sales CRM?

  • Seller: Kylas Growth Engine
  • Year Founded: 2020
  • HQ Location: Pune, Maharashtra
  • Twitter: @Kylas90134359
    21 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    83 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Development Executive, Director
  • Top Industries: Education Management, Financial Services
  • Company Size: 52% Small, 45% Medium

What Do G2 Reviewers Say About Kylas Sales CRM?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Kylas Sales CRM, enhancing organization and simplifying data management effortlessly.
  • Users appreciate the user-friendly interface of Kylas Sales CRM, facilitating seamless navigation and efficiency for all users.
  • Users value the user-friendly lead management in Kylas Sales CRM, facilitating easy insights and efficient data distribution.
  • Users appreciate the intuitive task management of Kylas Sales CRM, streamlining tracking and enhancing team productivity.
  • Users appreciate the exceptional customer support of Kylas Sales CRM, enhancing their overall experience and efficiency.
Cons
  • Users note integration issues with Kylas Sales CRM, lacking some essential tools compared to competitors like Zoho.
  • Users desire more advanced features in Kylas Sales CRM to enhance functionality and reporting capabilities.
  • Users find the slow loading times frustrating, impacting their overall experience with Kylas Sales CRM.
  • Users experience frequent technical bugs in Kylas Sales CRM, leading to work disruptions and occasional glitches.
  • Users find the limited customization options in Kylas Sales CRM restrict their flexibility and efficiency in managing data.

What Are Recent G2 Reviews of Kylas Sales CRM?

Dynamics 365 Sales

Microsoft Dynamics CRM is our customer relationship management (CRM) business solution that drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. Customer relationship management (CRM) can help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation. We also offer mobile CRM apps and platforms that enable you to manage your customer relationships on your mobile devices, along with tools that integrate data and reporting from social media directly into your CRM application. With Microsoft Dynamics CRM, you get powerful CRM software delivered on cloud, hosted or on premises. Our CRM Online service providing instant-on anywhere access, predictable pay-as-you-go pricing, and a financially backed service level agreement (SLA).

Average Rating: 3.8/5.0

Total Reviews: 1,464

How Do G2 Users Rate Dynamics 365 Sales?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.1/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Dynamics 365 Sales?

  • Seller: Microsoft
  • Year Founded: 1975
  • HQ Location: Redmond, Washington
  • Twitter: @microsoft
    13,091,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    232,750 employees on LinkedIn®
  • Ownership: MSFT

Who Uses This Product?

  • Who Uses This: Account Executive, Account Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 41% Medium, 31% Small

What Do G2 Reviewers Say About Dynamics 365 Sales?

AI-generated summary from verified user reviews

Pros
  • Users find Dynamics 365 Sales to be easy to use, appreciating its intuitive interface and seamless Microsoft integration.
  • Users value the seamless integration of Dynamics 365 Sales with other Microsoft products, enhancing efficiency and productivity.
  • Users appreciate the extreme helpfulness of Dynamics 365 Sales for enhancing efficiency and ensuring effective follow-ups.
  • Users value the unified lead management capabilities of Dynamics 365 Sales, enhancing efficiency and streamlining the sales process.
  • Users highlight the automation of repetitive tasks in Dynamics 365 Sales, significantly enhancing productivity and workflow efficiency.
Cons
  • Users face a steep learning curve with Dynamics 365 Sales, making it challenging for newcomers to navigate effectively.
  • Users find the complexity of Dynamics 365 Sales challenging, citing difficult navigation and steep learning curves for new users.
  • Users find the interface not intuitive at times, leading to a frustrating experience during navigation.
  • Users find the time-consuming setup and complexity of Dynamics 365 Sales challenging, especially for non-technical users.
  • Users find the cluttered interface of Dynamics 365 Sales confusing and hard to navigate, impacting usability.

What Are Recent G2 Reviews of Dynamics 365 Sales?

What Are G2 Users Discussing About Dynamics 365 Sales?

Scoro

Scoro is a professional services automation (PSA) software purpose-built for consultancies, agencies, IT firms, architecture companies, and other professional services businesses. It unites projects, resources, and finances in one system, so you don’t need to juggle multiple tools for planning, tracking, and billing for your work. Core features include: - CRM & pipeline – Get a complete overview of your sales funnel and upcoming work - Quote-to-cash – Estimate scope, track progress and budget burn, and bill for work in one system - Capacity & resource planning – Plan ahead with live heatmaps and utilization forecasts - Time & expense tracking – Log time with built-in timers and auto-populated timesheets - Cost & profit forecasts – Understand margins with role or service-level insights - Billing & invoicing – Automate time & material, fixed-fee, and retainer billing - Revenue forecasting – Track project income based on pipeline and committed work - AI-powered insights & actions – Save time with automation and data-driven suggestions - Live dashboards – Monitor progress, profitability, and capacity in real time Scoro’s pricing is modular, built around core apps rather than fixed tiers, so you can shape a package to match your actual workflow. You choose which apps you need and price is shaped by the chosen combination, billed per user per month.

Average Rating: 4.5/5.0

Total Reviews: 486

How Do G2 Users Rate Scoro?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.7/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Scoro?

  • Seller: Scoro
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London
  • Twitter: @ScoroSoftware
    8,204 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    141 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Project Manager, CEO
  • Top Industries: Marketing and Advertising, Information Technology and Services
  • Company Size: 67% Small, 24% Medium

What Do G2 Reviewers Say About Scoro?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Scoro, benefiting from its streamlined, all-in-one platform for various needs.
  • Users find Scoro's all-in-one project management capabilities essential for tracking and streamlining their business operations.
  • Users value the comprehensive project tracking of Scoro, seamlessly integrating tasks, time, and finance in one place.
  • Users value the effective time tracking feature in Scoro, enhancing productivity and simplifying task management.
  • Users love the integrated task management of Scoro, connecting projects, finances, and CRM seamlessly in one platform.
Cons
  • Users find the learning curve steep with Scoro, especially during initial setup and task creation.
  • Users find Scoro's interface not intuitive, often needing assistance to navigate its complex functionalities.
  • Users find missing features in Scoro, particularly in the mobile version and integration capabilities.
  • Users face a steep learning curve with Scoro, often requiring extensive training to navigate its complexities.
  • Users feel that the complexity of Scoro requires extensive training, potentially hindering a smooth onboarding experience.

What Are Recent G2 Reviews of Scoro?

What Are G2 Users Discussing About Scoro?

SalesCaptain

SalesCaptain is an all-in-one communication platform with a chat based AI agent builder, designed for modern businesses. It unifies phone calls, texting, webchat, and social media messaging into a single collaborative inbox. With SalesCaptain, you can easily create AI-powered phone and text agents to handle calls, answer queries, route leads, filter spam, and automate tasks — all without any technical expertise. SalesCaptain also includes a suite of built-in business apps for managing reviews, appointments, lead stages, team leaderboards, and more — giving you everything you need to streamline customer engagement and team performance in one platform. Build drag-and-drop automations, connect with 50+ popular platforms like HubSpot, Booker, Clio, and ServiceFusion, or go deeper with API, webhooks, and Zapier support. Whether you're a startup or a multi-location enterprise, SalesCaptain helps you scale communication and customer engagement with ease.

Average Rating: 4.4/5.0

Total Reviews: 284

How Do G2 Users Rate SalesCaptain?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.4/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind SalesCaptain?

  • Seller: SalesCaptain
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @SalesCaptainInc
    157 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Operations Manager, Marketing Manager
  • Top Industries: Retail, Marketing and Advertising
  • Company Size: 69% Small, 30% Medium

What Do G2 Reviewers Say About SalesCaptain?

AI-generated summary from verified user reviews

Pros
  • Users love the automation features of SalesCaptain, enhancing workflow and ensuring no customer inquiries go unanswered.
  • Users value the clear and consistent communication facilitated by SalesCaptain, enhancing the client experience and professionalism.
  • Users appreciate the ease of use of SalesCaptain, enabling organized communication and efficient management of customer interactions.
  • Users appreciate the immediate response capability of SalesCaptain, effectively managing real-time customer interactions without missing opportunities.
  • Users appreciate the clear and consistent communication SalesCaptain provides, enhancing client interactions and trust.
Cons
  • Users note a steep learning curve in mastering SalesCaptain's features and initial setup, requiring time and adjustment.
  • Users find the onboarding and setup time-consuming, especially for larger teams and new users to the platform.
  • Users find the limited reporting in SalesCaptain cumbersome, wishing for better insights and customization options.
  • Users find the limited customization options in SalesCaptain frustrating, hindering their ability to tailor the tool to their workflow.
  • Users experience a steep learning curve due to the complex setup and advanced configurations required initially.

What Are Recent G2 Reviews of SalesCaptain?

SuperOffice CRM

SuperOffice is a leading European CRM provider, guided by our mission to be Europe’s most loved CRM. We help growing businesses build valuable, effortless customer relationships with our award-winning CRM platform for sales, marketing and customer service. Tailored specifically for B2B professionals, SuperOffice equips organizations with the necessary tools and insights to effectively understand and respond to customer needs. Available on both desktop and mobile platforms, this CRM solution streamlines the customer journey, enhances personalized communication, and ultimately boosts customer satisfaction, regardless of location. SuperOffice CRM is particularly beneficial for sales teams, marketing departments, and customer service representatives. These professionals require a centralized platform to manage interactions and data, making SuperOffice an ideal choice for organizations aiming to improve productivity and prioritize customer engagement. The software supports a wide range of use cases, including tracking sales leads, managing marketing campaigns, providing customer support, and analyzing customer feedback, making it an essential tool for any organization focused on a customer-centric approach. Key features of SuperOffice CRM include robust contact management, sales automation, and advanced reporting capabilities. The contact management system allows users to efficiently store and organize customer information, ensuring easy access to crucial data when needed. Sales automation tools streamline the sales process by automating repetitive tasks, enabling sales professionals to concentrate on relationship-building rather than administrative duties. Additionally, the reporting features deliver valuable insights into customer behavior and sales performance, empowering teams to make informed, data-driven decisions. The Board view feature allows sales representatives and managers to maintain an overview of all sales activities, facilitating quicker sales cycles. For marketers, SuperOffice CRM enhances the customer journey through automated lead management and workflows, utilizing smart triggers to optimize marketing efforts. The platform also supports AI-powered content creation, enabling users to generate personalized images, copy, and calls-to-action (CTAs). This capability allows marketers to strengthen relationships and maintain effective communication at every customer touchpoint. Service teams can leverage SuperOffice CRM to provide efficient and consistent support by unifying customer information and interaction history. The organized request management system categorizes inquiries clearly, speeding up response times. Features such as autoreplies and response templates further enhance communication efficiency, while built-in reporting and analytics offer insights to continuously improve service quality. SuperOffice CRM stands out as a versatile and powerful tool that addresses the diverse needs of businesses looking to enhance their customer relationships.

Average Rating: 4.4/5.0

Total Reviews: 197

How Do G2 Users Rate SuperOffice CRM?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.9/10)
  • Workflow Capability: 7.4/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.8/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind SuperOffice CRM?

  • Seller: SuperOffice AS
  • Company Website:
  • Year Founded: 1990
  • HQ Location: Oslo, Oslo
  • Twitter: @SuperOffice
    779 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    321 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Managing Director
  • Top Industries: Wholesale, Computer Software
  • Company Size: 58% Small, 36% Medium

What Do G2 Reviewers Say About SuperOffice CRM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive ease of use of SuperOffice CRM, enjoying its user-friendly interface and custom solutions.
  • Users appreciate the intuitive design of SuperOffice CRM, making it easy to navigate and get started.
  • Users value the friendly and professional customer support from SuperOffice CRM, enhancing their overall experience and implementation process.
  • Users appreciate the helpful support from SuperOffice CRM, which enhances their overall experience and satisfaction.
  • Users commend SuperOffice CRM for being user-friendly, making it easy to manage and access customer information seamlessly.
Cons
  • Users experience time-consuming updates for data entry and support, slowing down their overall productivity with SuperOffice CRM.
  • Users report persistent bugs in SuperOffice CRM, causing delays and issues, especially on Android devices.
  • Users struggle with integration issues, particularly lacking connections to ERP systems for essential data access.
  • Users feel that SuperOffice CRM lacks essential features like enhanced marketing tools, limiting overall growth potential.
  • Users often experience connectivity issues that hinder functionality and can lead to unexpected disruptions in usage.

What Are Recent G2 Reviews of SuperOffice CRM?

Salestarget.ai

Find & Enrich with 840M+ profiles. Validate contacts. Reach buyers on Email and LinkedIn. Close with a CRM built for salespeople — Power Dialer included. SalesTarget.ai is an AI-powered Sales Intelligence Operating System (Sales OS) built for outbound-driven B2B companies, agencies, and modern revenue teams. It centralizes every stage of the sales workflow — from data intelligence and enrichment to outreach, pipeline management, and AI assistance — eliminating the need for multiple disconnected tools. At its core is the Intelligence Engine: a unified lead enrichment and prospecting platform powered by 840M+ profiles, 150M+ company entities, 4,000+ data signals, and 50+ premium data providers. Discover and enrich any prospect with firmographic, technographic, contact, and behavioural data — including real-time intent signals that surface in-market buyers before your competitors do. Cold Email Outreach helps revenue teams scale personalized campaigns with smart sending, warm-up sequences, advanced spintax, unified inbox, and deliverability-optimized workflows. Power Dialer gives sales reps the ability to auto-dial sequentially through call lists directly from the CRM — maximizing talk time, eliminating manual dialing, and keeping every call logged and tracked in one place. LinkedIn Automation extends reach across channels with connection requests, InMail sequences, profile engagement, and drip follow-ups — all coordinated with email and phone for true multichannel prospecting. Built-in Email Validation cleans and verifies every contact before outreach, reducing bounce rates and protecting sender reputation. An integrated CRM manages the full pipeline — deals, touchpoints, call logs, tasks, and team collaboration — without needing an external tool. AI Co-pilot ties everything together. Through simple chat commands, it finds leads, builds sequences, launches campaigns, summarizes analytics, and audits performance in real time. SalesTarget.ai: Intelligence → Enrichment → Validation → Email → Power Dialer → LinkedIn → CRM → AI Co-pilot. One platform. Infinite scale.

Average Rating: 4.8/5.0

Total Reviews: 104

How Do G2 Users Rate Salestarget.ai?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.9/10)
  • Workflow Capability: 9.2/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Salestarget.ai?

  • Seller: Salestarget LLC
  • Year Founded: 2024
  • HQ Location: Newark, US
  • Twitter: @Salestargetai
    20 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Founder, CEO
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 82% Small, 27% Medium

What Do G2 Reviewers Say About Salestarget.ai?

AI-generated summary from verified user reviews

Pros
  • Users love how SalesTarget.ai offers improved prospect engagement, sparking meaningful conversations through intentional outreach strategies.
  • Users praise the efficiency of Salestarget.ai, streamlining lead validation and outreach processes for improved engagement.
  • Users appreciate the ease of use of SalesTarget.ai, simplifying outreach and centralizing sales workflows efficiently.
  • Users value the time-saving automation features of Salestarget.ai, enhancing efficiency in outreach efforts across channels.
  • Users value the lead validation and verification features of Salestarget.ai, enhancing outreach efficiency and engagement significantly.
Cons
  • Users note incomplete information with occasional automation issues and limited reporting features affecting outreach effectiveness.
  • Users experience a notable learning curve initially, especially if transitioning from simpler outreach tools.
  • Users find the lack of customization flexibility limits tailored campaign strategies and affects overall analytics effectiveness.
  • Users note inadequate reporting on LinkedIn engagement, complicating performance tracking and requiring extra steps for insights.
  • Users experience a challenging learning curve initially, especially if transitioning from simpler outreach tools, requiring time to adapt.

What Are Recent G2 Reviews of Salestarget.ai?

Spiro

Spiro is an AI-powered CRM designed specifically for manufacturers and distributors. The Spiro platform highlights the customers that need attention or present growth opportunities, and proactively recommends specific actions to be taken. Customers save time with Spiro’s automated data collection, and grow their business by 32% within the first two years of using Spiro. For more information, visit https://www.spiro.ai.

Average Rating: 4.6/5.0

Total Reviews: 101

How Do G2 Users Rate Spiro?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.6/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Spiro?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Construction
  • Company Size: 52% Small, 46% Medium

What Do G2 Reviewers Say About Spiro?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Spiro, enabling efficient workflows with its innovative AI-driven features.
  • Users love Spiro for its efficiency, automating tasks and saving time with its intuitive, user-friendly design.
  • Users value Spiro's automation features for saving time and simplifying client management tasks effectively.
  • Users value Spiro for its easy customization, allowing seamless fitting into workflows and enhancing productivity effortlessly.
  • Users appreciate the easy implementation of Spiro, allowing quick setup and seamless integration into their workflows.
Cons
  • Users face integration difficulties with Spiro, leading to increased implementation time and challenges in leveraging new features.
  • Users report a steep learning curve with Spiro, especially for those unfamiliar with AI-driven CRMs and automation features.
  • Users are frustrated by the limited customization of Spiro, needing more control over pipeline stages for their sales process.
  • Users find Spiro's integration difficulties and rigid customization options to be quite time-consuming, impacting overall efficiency.
  • Users find the expertise required for Spiro can be challenging, especially for those new to AI-driven CRMs.

What Are Recent G2 Reviews of Spiro?

What Are G2 Users Discussing About Spiro?

Streak

Streak is a CRM built directly inside Gmail — not a sidebar, not a browser extension backed by a separate app. It runs natively in your inbox, so your team tracks deals, manages contacts, and runs pipelines without switching tabs or logging into another tool. Pipeline management works in a spreadsheet-style grid inside Gmail. Every deal, contact, and relationship lives in a customizable pipeline with stages you define to maintain structured data and processes. Manage your sales, hiring, investor outreach, fundraising, partnerships, and more — all from the same system. Streak logs emails automatically. Every conversation with a contact is captured to the right deal or pipeline record, so the full history is always visible. Shared pipelines give your whole team visibility into who's talking to who and where things stand. AI features are built into the workflow. AI autofill pulls data from your email history and web research to populate CRM fields. AI-generated pipelines build stages and fields from a plain-language description. AI actions trigger inside automations, so a pipeline event can kick off a multi-step workflow without manual updates. Core email tools are included on all plans: email tracking, mail merge, email templates, and email sharing. Best for: sales teams, talent agencies, marketing agencies, real estate agents, nonprofits, and any team that runs their business from Gmail and wants a CRM that actually gets used.

Average Rating: 4.5/5.0

Total Reviews: 267

How Do G2 Users Rate Streak?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.7/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.1/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Streak?

  • Seller: Streak
  • Year Founded: 2011
  • HQ Location: San Francisco, CA
  • Twitter: @Streak
    7,473 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    38 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Engineer, Owner
  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 75% Small, 14% Medium

What Do G2 Reviewers Say About Streak?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of Streak, seamlessly integrating with Gmail for efficient management of tasks and relationships.
  • Users love the easy tracking features of Streak, conveniently managing everything directly within Gmail for efficient email management.
  • Users love the Gmail integration of Streak, which simplifies deal management and keeps everything organized effortlessly.
  • Users love the real-time email tracking feature of Streak, enhancing their communication and planning efficiency.
  • Users love the seamless integration with Gmail, allowing efficient management of email campaigns directly from their inbox.
Cons
  • Users find the initial learning curve steep, making it challenging to fully utilize Streak’s features effectively.
  • Users find the limited features of Streak hinder customization and deeper analytics, complicating user experience.
  • Users are disappointed by the missing features of Streak, wishing for more built-in analytics and easier setup.
  • Users experience email issues with Streak, including lag and compatibility problems with Outlook and Thunderbird.
  • Users find the analytics inadequate, desiring more customization and deeper reporting options for complex pipelines.

What Are Recent G2 Reviews of Streak?

What Are G2 Users Discussing About Streak?

ActiveCampaign

ActiveCampaign is the autonomous marketing platform built to transform how marketers, agencies, and business owners work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp. Effortlessly integrate with 1000+ apps, uncover deep performance insights, and optimize your workflows so you win every day. - Autonomous marketing Built on the foundation of marketing automation, fuel your marketing strategy and customer journeys with AI-driven execution, optimization, and insight at every step. - AI agents Run entire marketing campaigns through simple prompts, backed by Active Intelligence. - Cross-channel marketing Reach prospects and customers wherever they are, with email, SMS, WhatsApp, and more. - On-brand, personalized content Creative tools that deliver professional, conversion-ready designs for email and landing pages. - CRM Track, manage, and automate your sales process. - 1000+ apps & integrations Connect ActiveCampaign to your favorite tools.

Average Rating: 4.4/5.0

Total Reviews: 14,262

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View this exclusive G2 deal

How Do G2 Users Rate ActiveCampaign?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.0/10 (Category avg: 8.5/10)
  • Contact & Account Management: 8.2/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 7.9/10 (Category avg: 8.6/10)

Who Is the Company Behind ActiveCampaign?

  • Seller: ActiveCampaign
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Chicago, IL
  • Twitter: @ActiveCampaign
    13,203 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    854 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CEO
  • Top Industries: Marketing and Advertising, Health, Wellness and Fitness
  • Company Size: 92% Small, 7% Medium

What Do G2 Reviewers Say About ActiveCampaign?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in ActiveCampaign, appreciating seamless automation and straightforward features for personal tasks.
  • Users love the easy automation programming of ActiveCampaign, streamlining their workflow and enhancing customer communication.
  • Users love the phenomenal automation features of ActiveCampaign, enhancing email campaigns with effective segmentation and tailored messaging.
  • Users praise the powerful and easy automation features of ActiveCampaign, enhancing their workflow efficiency and organization.
  • Users value ActiveCampaign for its all-in-one platform, offering effective segmentation and personalized email marketing capabilities.
Cons
  • Users experience a steep learning curve with ActiveCampaign, requiring additional support to navigate its features effectively.
  • Users find the pricing steep, especially for newer plans, which may be a barrier for some businesses.
  • Users express concerns about the missing features such as easy form building and custom date triggers.
  • Users find the limited features of ActiveCampaign frustrating, particularly in reporting, automation testing, and design flexibility.
  • Users find ActiveCampaign not intuitive, struggling with complicated automations and email creation processes that hinder efficiency.

What Are Recent G2 Reviews of ActiveCampaign?

What Are G2 Users Discussing About ActiveCampaign?

Attio

Attio is the AI CRM for the next era of companies. Built to adapt to any business, Attio gives companies the power to understand every customer, automate at scale, and create go-to-market systems exactly as they need. Thousands of companies, including category-defining AI leaders and startups, use Attio to power their go-to-market. ------------------------ Key features: - AI for how you already work. Ask Attio to find, update, or create in plain English. - Connect your agents to your CRM. Attio's MCP server plugs into any AI tool so your agents can read, write, and act on live customer context. - A CRM that fits your business. Model any GTM motion with our flexible data model, custom objects, and relationships tailored for your team. - Automate the work behind the deal. Powerful workflows route leads, manage deals, and keep your pipeline moving. - Stop chasing stale data. Attio enriches contact and company records automatically, so your team never wastes time on dead emails, outdated titles, or missing context. - Real-time performance. Live dashboards and advanced reporting give revenue teams instant visibility into pipeline, activity, and trends. - Keep the conversation going. Record meetings, generate AI summaries, and sync key insights directly to your CRM. - Connect the tools your team loves. Attio stays in sync across your entire stack with a growing library of integrations and a Developer Platform to create your own. Getting started with Attio is fast. Set up your CRM in minutes by syncing your email and calendar to build a complete system without manual data entry. ------------------------ Join the thousands of companies already using Attio to power their growth. See what Attio can do for you at attio.com

Average Rating: 4.3/5.0

Total Reviews: 591

How Do G2 Users Rate Attio?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 8.9/10)
  • Workflow Capability: 8.5/10 (Category avg: 8.5/10)
  • Contact & Account Management: 9.5/10 (Category avg: 8.7/10)
  • Opportunity & Pipeline Mgmt.: 9.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Attio?

  • Seller: Attio
  • Company Website:
  • Year Founded: 2019
  • HQ Location: London, GB
  • Twitter: @attio
    12,873 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    196 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO, Founder
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 80% Small, 15% Medium

What Do G2 Reviewers Say About Attio?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Attio, enjoying its smooth setup and intuitive customization options.
  • Users value the easy setup of Attio, enabling quick productivity without a steep learning curve.
  • Users love the fantastic customizability of Attio, enabling personalized setups that enhance lead tracking effortlessly.
  • Users value Attio's effective integration with various tools, enhancing productivity and creating a seamless workflow experience.
  • Users love the robust features of Attio, enabling seamless integrations, advanced analytics, and exceptional customer support.
Cons
  • Users struggle with integration issues in Attio, needing more native tool connections and enhanced enrichment features.
  • Users note the missing features in Attio, wishing for enhancements and automations to improve usability and functionality.
  • Users note a steeper learning curve initially, with complexities in setup and flexibility that can be overwhelming.
  • Users find feature issues with email sharing and reporting in Attio, making collaboration and data access difficult.
  • Users find the incomplete information in Attio challenging, especially regarding AI data enrichment and reporting limitations.

What Are Recent G2 Reviews of Attio?

Julie Jung
JJ
Researched and written by Julie Jung
Updated